We use the solution to manage and track operational tasks. We can create dashboards for services, design and distribute survey forms, and keep a check on project status using it.
Lead Information Technology Analyst at Applied Materials
Has good scalability and helps us keep a tab on multiple projects at once
Pros and Cons
- "It is a stable and scalable solution."
- "They should improve the solution's integration with API."
What is our primary use case?
What is most valuable?
The solution's most valuable feature is the ability to create dashboards for services. It helps in keeping a tab on multiple projects at once.
What needs improvement?
They should improve the solution's integration with API. It has certain limitations. The solution would work best integrated with multiple tools.
Also, they should add free templates compatible with multiple domains. It will be convenient for us to pick up the templates without worrying about the back-end process.
For how long have I used the solution?
We have been using the solution for five years.
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What do I think about the stability of the solution?
The solution is stable. We have come across downtime issues only once or twice. I rate its stability as a nine.
What do I think about the scalability of the solution?
The solution has good scalability. We have purchased around 500 licenses. I rate its scalability as an eight.
How are customer service and support?
I have contacted the solution's tech support team for some issues. They resolve the problems immediately.
How would you rate customer service and support?
Positive
How was the initial setup?
The solution's initial setup has medium complexity. I rate the setup as an eight, as its license is expensive. The deployment process takes around seven business days. Initially, we request a quotation from the vendor for the number of licenses we want to purchase. Then, we procure the PO after receiving the quote. Upon the release of the PO, they issue the software licenses.
What's my experience with pricing, setup cost, and licensing?
I rate the solution's pricing as a six. It is expensive, but there are no additional costs involved.
What other advice do I have?
I advise others to use Smartsheet for its in-built automation features. It helps create dashboards and maintain the data in one place. Also, we can put a message with a heading and description, attach snapshots, and track running issues as well, unlike Excel. I rate the solution as a nine.
Disclosure: My company has a business relationship with this vendor other than being a customer.

Plug-and-play, stable, scalable, and has an email feature
Pros and Cons
- "To me, one of the most powerful features of Smartsheet is being able to email others."
- "A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down."
What is our primary use case?
The two critical use cases of Smartsheet are project management and task management.
What is most valuable?
To me, one of the most powerful features of Smartsheet is being able to email others.
What needs improvement?
A room for improvement I found in Smartsheet is the view, as it's currently row-wise. I should have the opportunity to view a full scale, top down list instead of just a column driven list. I shouldn't have to go just left or right. I should be able to view it top down.
For how long have I used the solution?
I've been using Smartsheet for seven years.
What do I think about the stability of the solution?
Smartsheet is a stable platform.
What do I think about the scalability of the solution?
Smartsheet is a scalable platform.
How are customer service and support?
I provide technical support for Smartsheet within my company.
How was the initial setup?
The initial setup for Smartsheet was easy. The platform was quick to deploy because it was plug-and-play. You put in your username and password, and your account is created for you.
What about the implementation team?
We implemented Smartsheet ourselves.
What was our ROI?
I'm not tracking the ROI for Smartsheet.
What's my experience with pricing, setup cost, and licensing?
There's a license for Smartsheet, and the enterprise plan comes down to about $750. My company also pays an extra $60 monthly apart from the standard licensing fee.
Which other solutions did I evaluate?
I'm also using Microsoft Project and Jira, together with Smartsheet, but Smartsheet is easier to use than Jira, though each solution has its own advantage.
What other advice do I have?
I have some experience with Lucidchart, and I also have experience with Smartsheet.
I'm using the cloud version of Smartsheet, which is constantly updated.
Close to two thousand people use Smartsheet within my company.
One person is enough for the deployment and maintenance of the platform.
I advise anyone looking into using Smartsheet to start small and try it out first. Once you have the buy-in, you could scale it.
My rating for Smartsheet is eight out of ten.
My company is a customer of Smartsheet.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Accountant at Center source for family support
A versatile tool for streamlining work suitable for entry-level businesses
Pros and Cons
- "It operates as an enhanced and versatile version of Excel, offering a wide range of capabilities that allow you to accomplish various tasks and operations."
- "It would be beneficial to enhance user-friendliness and make it less complex while maintaining its overall excellence as a product."
What is our primary use case?
The primary use is for keeping track of work and ensuring that everyone on the team is aware of what tasks are being worked on and the progress of client-related processes.
What is most valuable?
It operates as an enhanced and versatile version of Excel, offering a wide range of capabilities that allow you to accomplish various tasks and operations.
What needs improvement?
It would be beneficial to enhance user-friendliness and make it less complex while maintaining its overall excellence as a product. Another area that could benefit from enhancements, is scalability features, particularly in managing the growing complexity that comes with more users.
What do I think about the stability of the solution?
There have been occasional minor issues, like freezing or reports not running as efficiently as desired. I would rate it seven out of ten.
What do I think about the scalability of the solution?
There's definitely room for improvement when it comes to scalability. As the user count increases, it can become challenging to effectively track multiple tasks with numerous users simultaneously using the platform. I would rate it eight out of ten.
What other advice do I have?
I would recommend it as a suitable product for beginners. After the user base expands significantly, you might want to consider a different solution like QuickBase. But for those starting out with a limited number of users, it's a good choice. I would rate it eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Easy Collaboration, customizable, but there is a bit of a learning curve
Pros and Cons
- "This solution provides easy collaboration and allows non-building users to use the system without requiring a license."
- "The system can become more challenging to use in more complex scenarios, requiring additional add-ons that can be quite costly."
What is most valuable?
This solution provides easy collaboration and allows non-building users to use the system without requiring a license.
Only licensed users who can create sheets and collaborative spaces are charged for their usage.
What needs improvement?
The system can become more challenging to use in more complex scenarios, requiring additional add-ons that can be quite costly.
However, since we don't use those add-ons, this is not an issue for us.
For how long have I used the solution?
I have been working with Smartsheet for three years.
Since it's a software as a service, we are always working on the latest version of the platform.
What do I think about the stability of the solution?
I would rate the stability of Smartsheet a nine out of ten.
What do I think about the scalability of the solution?
I would rate the scalability a seven out of ten.
Currently, we have around 15 to 20 users who have a valid license, but we plan to increase that number substantially. It's hard to determine the exact number of non-licensed users, but I would estimate it to be at least a few dozen, around 30 to 40 users.
How are customer service and support?
We did not have many occasions where we had to contact technical support.
How was the initial setup?
I was indeed involved in the initial setup, and let's say that for standard use, it's a very interesting tool. It's not that difficult.
But for more complex use cases, there is a higher learning curve.
What about the implementation team?
The application is hosted on the cloud, but I wouldn't describe it as completely public since users have their own private space. Access to the system requires a user account that is created by an administrator within our company.
The deployment process took one or two months to complete.
What's my experience with pricing, setup cost, and licensing?
I believe a licensed user costs between 300 to 400 euros.
This solution does not have any additional costs beyond the standard licensing fees.
What other advice do I have?
It's important to do thorough research and analysis to determine if the application fits your needs, as with any software. While we are satisfied with its use cases in some areas, we might have needed to do more research to determine if it would also meet our needs in other areas.
I would rate Smartsheet a seven out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Resource Manager at a non-tech company with 11-50 employees
I like the workflows, automation, and low-code capabilities
Pros and Cons
- "We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers."
- "I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas."
What is our primary use case?
I am using the core Smartsheet product right now and one of their premium add-ons called Resource Management. It was previously called 10,000ft, but they rebranded it. We're launching various programs at this university, and each project has a lot of steps. We need to highlight the essential metrics that executives want to monitor and talk about at their meetings when they discuss the program launch status.
We built a dashboard in Smartsheet that pulls data from 50 different projects and highlights things like program launch dates, marketing launch dates, past-due items, at-risk items, etc. I have a module for revisions to existing programs. This dashboard feature sold us on the core product, and it's where we get the most value
How has it helped my organization?
Smartsheet has help us scale our organization past Excel sheets. We were manually updating cells upon cells of information in Excel and no one had a clear picture of what was happening with projects in real time. Smartsheet changed that.
Information for projects was fluid and the automations and alerts were able to keep key stakeholders aware of pertinent information at the click of a button. With Smartsheet, we are able to focus on the "why" behind our project data. We are able look at our dashboards and see the big picture.
What is most valuable?
We like Smartsheet's workflows, automation, and low-code capabilities. I don't know of any other project management tool with low-code functionality designed for project managers.
For example, you can build a workflow to alert your marketing director when assets have been approved. I can't think of another tool that has the same low-code functionality.
The capabilities of connecting your project portfolio together helps remove administrative work. That's Smartsheet's selling point, removing the manual work from your day-to-day with automation, alerts, and workflows so you can focus on managing the project itself.
What needs improvement?
I would like if Smartsheet allowed more formulas in its sheets. I don't think working with formulas is as intuitive as it is in Excel. I use Vlookups and index matches in some of my sheets, and I had to find an outside consultant to help me build out those formulas.
I'm a pretty smart guy, but I could not figure out how to get the formulas to work in tandem across a couple of different sheets so I could pull in the necessary information. They could make the formulas more intuitive or provide more training. That's probably my biggest complaint.
I also don't like having to save when I update a sheet or a report. Autosave is standard in most solutions these days. They have autosave, but it's not as quick as I'd like it to be. When I update a sheet, I want it to save instantly, so I can go to the next one. If you make a quick update and want to move on, you have to hit Ctrl-S and remember to save. It'll give you a pop-up window that reminds you to save. Most competitors, like Asana, have a quick autosave feature.
In the next release, I'd like to see improvements to the dashboards. The dashboards are a critical feature, and I love building them for our executives here. They look fine, but they're simple lines of text and blocks. I think they could look a bit prettier.
Smartsheet has invested time into thinking about how they display information on the dashboards, but they could do better. While I don't think there's anything wrong with their current dashboard visualizations, I would love to see a more modern look. Right now, the interface looks a bit dated.
For how long have I used the solution?
I've used Smartsheet for three years.
What do I think about the scalability of the solution?
I've only had to scale up Smartsheet to about 500 users. I've never been in the thousands, but I haven't had problems. Smartsheet is the most affordable project management tool because you can invite users into your system, and they don't have to have a license. That's one of the most significant benefits.
The only people who need licenses in our Smartsheet environment are the ones building sheets, reports, and dashboards. We only need to pay for the managers of the system that I have to pay for, which is highly affordable. Everyone else has shared access. They have a link that gets them into a sheet to see what's happening.
On the other hand, if you're not saving and refreshing your sheets all the time, people with shared access might be looking at inaccurate data. At the end of the day, it gets the job done. I haven't had issues adding a bunch of people to the sheets.
How are customer service and support?
I've never contacted Smartsheet technical support, but I've reached out to my customer service representative and had them walk me through how they set up a sheet to get their opinion.
They aren't miracle workers, but they provide a frank answer whenever I have a problem. They'll also take my feedback and put it into their suggestion box. They take requests for features I want that they don't necessarily have. That's more than I can ask for.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We were using Asana, but we switched to Smartsheet because it offered more features for the price. The primary reason we switched was the functionality. Smartsheet's price was great, but we like the low-code functionality and automation. It ties our entire project management ecosystem together.
No other tool lets me tie it together so that all the data points talk to one another. The sheets talk to the reports, which take to the dashboard. The intake is integrated into our Outlook environment. It's all connected. That was the main reason we switched. It connects in a manageable way, and I don't need a developer to help me navigate the system. It's simple enough that a project manager can figure out how to build these systems to talk to one another.
How was the initial setup?
If you're a PMP-certified project manager with a good background in project management, I think Smartsheet's setup is quite intuitive. Smartsheet took the formula that MS Project and made it more accessible. MS Project is a nightmare to learn. They made it easier for project managers using MS Project to build a project management environment.
The setup is straightforward when you know precisely what sheets, reports, and dashboard information you need. It's intuitive to a person with project management training, but you'll probably struggle if you're a marketing coordinator. Those types of people would probably be more comfortable in Asana, ClickUp, or Teamwork, but it was easy for me because I understand project management fundamentals.
What was our ROI?
We practically couldn't run our business without it at this point. Sure, we could run the company, but it'd be a lot more cumbersome. I've built so much automation now that kicks out immediate communications in Slack, Microsoft Teams, etc. It would all be manual without that, and it would add a massive administrative burden to the way my people do their work here.
What's my experience with pricing, setup cost, and licensing?
We pay for a yearly license, and the price is reasonable compared to Smartsheet's competition. It's one of the cheapest solutions compared to Asana, ClickUp, or other project management solutions.
Smartsheet only requires licenses for project managers. When we were using Asana, we had to purchase a license for everyone who wanted to access their tasks and use the system. That gets costly fast. It was one of the main reasons we left Asana. As Asana and these other tools scale, they become way more expensive.
My advice for people thinking about implementing Smartsheet is to go ahead and set up whatever project management environment you want. There isn't a better low-cost option than Smartsheet. For around 25 bucks, you can make your own system. You get three licenses and can start playing around with it.
The initial up-front investment will be low, and you have a support community that has the answers to nearly any question about the types of sheets and reports you want to build. If you just Google any question and add the word "Smartsheet," you'll probably find an answer.
What other advice do I have?
I rate Smartsheet 10 out of 10. There's no other project management tool that's even worth my time. I like its low-code functionality and how it integrates the entire project management environment in an evergreen fashion. Once I set up all the automation, I don't have to touch it again.
It saves you all the administrative hassle you usually face when you work in Excel or Google Sheets, so you can focus on doing the work, managing your projects, and looking at the data. It saves you a lot of work that you normally do when you're working on Excel or even some of these other project management tools that don't offer the same features.
There's tons of information to help you build the environment you want. I recommend going with Smartsheet, engaging with the support community, and using Smartsheet's templates. Smartsheet already has 50 to 100 different templates that you can leverage that are pre-built with automation and alerts to get you started.
You can figure out what parts of the templates you like or don't and customize your system. They offer so many resources. If you engage with them at the start, you can figure out what you like.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Vice President, Operations & Delivery | Change Management | Digital Transformation at Marsh Limited
Great dashboard, is easy to enter data, and is very reliable
Pros and Cons
- "The dashboard feature is the most valuable aspect of the solution."
- "Maybe the solution could be a little bit more flexible."
What is our primary use case?
I'm working around the project management delivery. Most of the use cases center around project management - planning, action items, decisions, issues, or rate logs, plans, and sometimes forms to collect information, however, not as much.
How has it helped my organization?
The ability to have users without a license has helped us a lot. Meaning if I'm working on a project with a certain amount of team members, the next time I'm working on another project with other stakeholders, the ability to have them access all the resources based only on my license was pretty cool and made it easy to use, meaning even creating a template, it allows others use it. In my case, there are not as many creators, just users. It was very useful compared to anything else that we had, any other solutions that we had.
What is most valuable?
The dashboard feature is the most valuable aspect of the solution. The ability to put a lot of stuff easily into various sheets is something that I'm using particularly often.
What needs improvement?
I'm working around project management. Anything that they can emulate from the more specialized solutions, in terms of Microsoft Project or anything else that could bring the project plans to a closer alignment with Microsoft Project, that'd be great in terms of task dependency and automatic adjustments.
Maybe the solution could be a little bit more flexible. It's a very nice and optimal solution, however, it's not 100% in all directions. Some of the more advanced features of Excel could be there.
You have certain fields that you conditionally format. On certain occasions, you are not able to override those. You have to go by the formula or eliminate the formula, the conditional formatting thing. That is sometimes in project management - you have to go by the rules, then you have to overrule certain times. It's a little annoying sometimes that you have to remove the conditional formatting in order to impose, for example, the red status, red, amber, or green, according to what you know, not what was calculated.
Overall, it's something that we use and then we adapt our ways of working around the tools that we have. Altogether, it's a positive experience.
I'm not a heavy user. Once I set up the template, it's just like using it there, however, I would be interested in maybe being connected to the labs, their labs in which they've got beta or gamma versions of proposed features being tested, and I would be willing to test them out.
For how long have I used the solution?
I've been using the solution for three or four years.
What do I think about the stability of the solution?
I've never encountered anything that can qualify as a performance issue or instability. It's stable.
What do I think about the scalability of the solution?
Here's maybe the limitation. Obviously, it's very good for smaller projects. When you try to combine and make it become more of a program or portfolio, then probably it has its limits. I understand there are extensions, however, the extensions are paid and not necessarily used in every single location. Purchasing a module just one or two times, it's probably good for that use case. For other cases, in which it's more scaled use, it's not necessarily from the standpoint of the number of users using it. However, from the features, more advanced features, and collating features from multiple sources, then it becomes a little bit more difficult to manage and/or there are no features to work in that situation.
The solution is not extremely widely used. I have been hesitant on promoting the solution as I don't want to become the point of contact and/or support for it now. Although I'm a self-learner and I created my templates and I've done everything on my own without necessarily professional services support from Smartsheet, promoting it elsewhere might put me in a situation in which I will be called for solving or implementation somewhere else, and this is not necessarily my calling.
How are customer service and support?
I have not directly dealt with technical support. I used their extensive knowledge library, however, I never have actually reached out to technical support.
Which solution did I use previously and why did I switch?
I was using Microsoft Project as the solution for my project planning activities, however, Microsoft Project had the project plan and the Gantt chart. I was using multiple separate tools, maybe more specialized, however, still in various places, or a few of them in the same place, like the reporting, the project plan, and the rate log in the same place, which made it simpler for the people to access it and for me to use it.
How was the initial setup?
In terms of setup, there's nothing to be set up. It's a SaaS. There's nothing to be set up. It's just onboarding in terms of training yourself, or at most, integrating with your SSOs since it's an enterprise solution.
What other advice do I have?
I am a user and customer.
I'm using the cloud version, therefore, I'm on the latest version of the product. It's a SaaS product.
I'd rate the solution a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Report Analyst at GigaNET
An easy-to-use solution that enables collaboration and provides excellent reporting and dashboard features
Pros and Cons
- "The product is easy to use."
- "The product must include more modules for project management."
What is our primary use case?
We use the solution for tracking tasks and progress. We also use it for issue logging.
What is most valuable?
The report preparation and dashboard creation are valuable. We can collaborate within the teams easily. The product is easy to use.
What needs improvement?
The product must include more modules for project management. It should also include more graphics for dashboard creation.
For how long have I used the solution?
I have been using the solution for six months.
What do I think about the stability of the solution?
I rate the tool’s stability an eight out of ten.
What do I think about the scalability of the solution?
I rate the tool’s scalability an eight out of ten. We have close to 200 users. Currently, we do not have plans to increase the usage.
Which solution did I use previously and why did I switch?
Previously, we used Microsoft Planner and MS Project. The collaboration between the teams is easier in Smartsheet.
How was the initial setup?
I rate the ease of step an eight out of ten. We can set up the tool within a couple of days. One person is enough for the deployment.
What other advice do I have?
The solution is easy to use and collaborate. Whoever has a basic knowledge of Excel can use Smartsheet. Overall, I rate the tool an eight out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sales Director at Esource Capital
A straightforward project management solution that helps to reduce time to market
Pros and Cons
- "The solution is straightforward. Whenever a requirement arises, we create three things in Smartsheet: a project plan, a dashboard, and internal documents. It is done through the form and Smartsheet's automation services. This process shortens the time to market from seven days to less than 12 hours."
- "Smartsheet needs to improve the user interface."
What is our primary use case?
Our internal Ops teams do engineering and deployment projects in Smartsheet.
How has it helped my organization?
The solution is straightforward. Whenever a requirement arises, we create three things in Smartsheet: a project plan, a dashboard, and internal documents. It is done through the form and Smartsheet's automation services. This process shortens the time to market from seven days to less than 12 hours.
What is most valuable?
The product simplifies project management. We have worked with other project management tools and found that Smartsheet simplifies the overall interaction in an organization. You can do everything from the software.
What needs improvement?
Smartsheet needs to improve the user interface.
For how long have I used the solution?
I have been using the product since 2014.
What do I think about the stability of the solution?
I have never heard any PMs complain about Smartsheet and would rate stability a ten out of ten.
What do I think about the scalability of the solution?
I rate the solution's scalability a ten out of ten. It doesn't have any limitations on scalability.
How are customer service and support?
My company provides technical support to customers.
How was the initial setup?
Configuring user identity is complex in the tool.
What other advice do I have?
The tool is a SaaS-based product. I rate it a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer.

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